Arizona Sheet Metal Trade Trust Fund — Form 5500 plan (Board Of Trustees Arizona Sheet Metal)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Arizona Sheet Metal Trade Trust Fund is a benefit plan reported by Board Of Trustees Arizona Sheet Metal under EIN 86-6025729 and plan number 501. The latest loaded filing year is 2023. The filing reports 954 participants and $34,203,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Arizona Sheet Metal
- EIN
- 86-6025729
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 954
- End-of-year plan assets
- $34,203,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 954 | H, C | 20250714190428NAL0002227952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,203,066
- Total liabilities (EOY)
- $7,443,708
- Net assets (EOY)
- $26,759,358
- Net assets (BOY)
- $18,826,939
Income & contributions
- Employer contributions
- $18,396,699
- Participant contributions
- $145,836
- Total contributions
- $18,542,535
- Total income / additions
- $22,566,841
Expenses & distributions
- Benefits paid
- $13,556,139
- Administrative expenses
- $1,078,283
- Total expenses
- $14,634,422
- Net increase / (decrease)
- $7,932,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE | $360,362 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield | NONE | $263,112 | not reported in the loaded dataset | 2023 |
| Greenlight Management | NONE | $112,827 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $63,554 | not reported in the loaded dataset | 2023 |
| Delta Dental Plan | NONE | $62,847 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | NONE | $50,719 | not reported in the loaded dataset | 2023 |
| Elixir Rx Solutions | NONE | $44,435 | not reported in the loaded dataset | 2023 |
| The Kelley Law Group | NONE | $35,123 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $25,819 | not reported in the loaded dataset | 2023 |
| Md Sass | NONE | $22,835 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $16,722 | not reported in the loaded dataset | 2023 |
| American Health Group Inc | NONE | $10,120 | not reported in the loaded dataset | 2023 |
| Fontana Lithograph Inc | NONE | $8,142 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $7,378 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Arizona Sheet Metal
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Administrators — Schedule C compensation
- Blue Cross Blue Shield — Schedule C compensation
- Greenlight Management — Schedule C compensation
- The Segal Company — Schedule C compensation
- Delta Dental Plan — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Elixir Rx Solutions — Schedule C compensation
- The Kelley Law Group — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Md Sass — Schedule C compensation
- Us Bank — Schedule C compensation
- American Health Group Inc — Schedule C compensation
- Fontana Lithograph Inc — Schedule C compensation
- Letterstream — Schedule C compensation